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Write a note about a tenant or property

Notes are for the things that would otherwise live in your head or a text thread.

1

Click Tools in the left menu.

Left menu with Tools
2

Open the Notes tab and click New Note.

3

Write what happened and who it was about.

If it is about a rule being broken, use Violations instead. That creates the dated record you would need later.
That’s it. It is written down, dated, and your team can see it.